Green Dot
GDOT
206 hedge funds and large institutions have $495M invested in Green Dot in 2023 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 84 increasing their positions, 46 reducing their positions, and 21 closing their positions.
560% more call options, than puts
Call options by funds: $2.32M | Put options by funds: $352K
138% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 21
83% more repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 46
16% more funds holding
Funds holding: 177 → 206 (+29)
2.85% more ownership
Funds ownership: 92.44% → 95.29% (+2.8%)
27% less capital invested
Capital invested by funds: $674M → $495M (-$179M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$17M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$4.61M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$4.1M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$4.08M |
| 5 |
D.E. Shaw & Co
New York
|
+$3.91M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$13.2M |
| 2 |
PCM
PAR Capital Management
Boston,
Massachusetts
|
-$12.5M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$12M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$7.87M |
| 5 |
DCM
Divisar Capital Management
San Francisco,
California
|
-$7.69M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SAI
226
Systematic Alpha Investments
Princeton,
New Jersey
| – | -$9.1K | -653 | Closed |
|
227
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| – | -$251 | -18 | Closed |
|
GDOT Hedge Fund Activity: Q4 2023 in Review
206 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Green Dot (GDOT) for Q4 2023, worth a combined $495M — down 27% from $674M a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new GDOT positions and 21 closed out — a net gain of 29 holders — while 84 added to existing stakes and 46 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $17M. The largest seller was Federated Hermes, cutting an estimated $13.2M.
- 206 institutional investors held Green Dot (GDOT) as of Q4 2023, up from 177 in Q3 2023.
- Funds reported $495M of Green Dot stock for Q4 2023, down 27% quarter-over-quarter.
- 50 funds opened new Green Dot positions in Q4 2023 and 21 closed out, a net change of +29 holders.
- The largest Green Dot buyer in Q4 2023 was Morgan Stanley, an estimated $17M added.
- The largest Green Dot seller in Q4 2023 was Federated Hermes, an estimated $13.2M sold.
Based on aggregated 13F filings for Q4 2023.